by Jim Stackpool | Oct 13, 2022 | advice skills, advisers v distributors, Benchmarks, Business Performance, Competitive pressures, Future of Financial Advice, Leadership, Measures of Success, Professionalism, Separation of advice from product, Successful On Purpose, Value Proposition
Some lessons from the covid pandemic promised to unleash new productivity growth. Studies don’t prove it. Yet. The Economist reported that post-pandemic spending is reinforcing supply lines, re-building inventories and attracting talent from the tiniest unemployment...
by Jim Stackpool | Oct 6, 2022 | Advice Clients, Advice is not a Product, advisers v distributors, Benchmarks, Business Performance, Business Planning, dependency, future of advice, Future of Financial Advice, Leverage, Mindsets, Planning, Profitability, Separation of advice from product, stages of growth
An advisory team’s best days are usually those spent in front of their clients. As most people join the advice industry to help others lead better financial lives, the time spent in client discussions, resolving issues, identifying forward steps, and creating...
by Jim Stackpool | Jun 1, 2009 | Business Performance, Planning
These are the four most important questions for owners of advisory businesses planning for beyond this recession: Question 1: How are you going to structure your business for forward prosperity? There is little doubt the industry will have to do more with less. The...
